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1,308 hedge funds and large institutions have $34.9B invested in Abbott in 2013 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 555 increasing their positions, 519 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 519

0.74% more ownership

Funds ownership: 66.66%67.4% (+0.74%)

4% less capital invested

Capital invested by funds: $36.2B → $34.9B (-$1.31B)

6% less call options, than puts

Call options by funds: $221M | Put options by funds: $234M

2% less funds holding

Funds holding: 1,3301,308 (-22)

12% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 82

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
1,308
Holders Change
-22
Holders Change %
-1.65%
% of All Funds
42.4%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.52%
New
72
Increased
555
Reduced
519
Closed
82
Calls
$221M
Puts
$234M
Net Calls
-$13.2M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
801
Greenleaf Trust
Michigan
$1.2M -$21.2K -605 -2%
JWBC
802
J.W. Burns & Co
New York
$1.18M +$6.14K +175 +0.5%
PMG
803
ProVise Management Group
Florida
$1.18M +$288K +8,216 +30%
MCM
804
Munder Capital Management
Michigan
$1.17M -$4.72M -134,654 -79%
BMC
805
Benin Management Corp
Connecticut
$1.17M +$45.6K +1,300 +4%
BCB
806
Brian C. Broderick
$1.16M +$14K +400 +1%
CEP
807
Chicago Equity Partners
Illinois
$1.16M -$10.5M -298,140 -89%
LCM
808
Liberty Capital Management
Michigan
$1.16M +$94.7K +2,700 +8%
VFS
809
VSR Financial Services
Kansas
$1.15M +$67.4K +1,920 +6%
FSC
810
Fiduciary Services Corp
Georgia
$1.14M -$21.6K -616 -2%
SCIA
811
Sanibel Captiva Investment Advisers
Illinois
$1.14M +$101K +2,880 +9%
LG
812
LaFleur & Godfrey
Michigan
$1.14M -$1.17M -33,222 -49%
FA
813
FMA Advisory
Pennsylvania
$1.14M +$84.2K +2,401 +8%
CCM
814
Catawba Capital Management
Virginia
$1.13M +$19.6K +560 +2%
SC
815
Savant Capital
Illinois
$1.13M -$4.07K -116 -0.3%
GF
816
Gerstein Fisher
New York
$1.12M -$10.3K -295 -0.9%
SFPIA
817
Stevens First Principles Investment Advisors
California
$1.12M -$702 -20 -0.1%
MSS
818
Mitchell Sinkler & Starr
Pennsylvania
$1.11M -$6.98M -198,966 -86%
CBU
819
CIBC Bank USA
Illinois
$1.11M -$9.37M -267,190 -89%
PGIM
820
Pacific Global Investment Management
California
$1.1M -$35.2K -1,002 -3%
PSC
821
Prentiss Smith & Co
Vermont
$1.09M -$42.6K -1,215 -4%
PPSG
822
Princeton Portfolio Strategies Group
New Jersey
$1.09M -$7.02K -200 -0.6%
RBC
823
Ronald Blue & Co
Georgia
$1.09M +$197K +5,601 +20%
OMCS
824
Old Mutual Customised Solutions
South Africa
$1.09M +$49.1K +1,400 +4%
DLCIG
825
D.L. Carlson Investment Group
New Hampshire
$1.08M -$3.17M -90,470 -73%

ABT Hedge Fund Activity: Q3 2013 in Review

1,308 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q3 2013, worth a combined $34.9B — down 3.6% from $36.2B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of ABT and 72 opened new positions — a net loss of 10 holders — while 519 trimmed existing stakes and 555 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $333M. The largest seller was Winslow Capital Management, exiting entirely with an estimated $363M sold.

  • 1,308 institutional investors held Abbott (ABT) as of Q3 2013, down from 1,330 in Q2 2013.
  • Funds reported $34.9B of Abbott stock for Q3 2013, down 3.6% quarter-over-quarter.
  • 72 funds opened new Abbott positions in Q3 2013 and 82 closed out, a net change of -10 holders.
  • The largest Abbott buyer in Q3 2013 was Massachusetts Financial Services, an estimated $333M added.
  • The largest Abbott seller in Q3 2013 was Winslow Capital Management, an estimated $363M sold.

Based on aggregated 13F filings for Q3 2013.